Professional Advisory and Management Assistance For Your Complex Financial Needs

Inspired by our extensive history of serving the community with honesty, loyalty, integrity and unparalleled professional service, business owners and executives turn with confidence to Grand Bank & Trust of Florida as their essential partner of choice for fiduciary relationships. Our experienced Trust Officers provide the following professional expertise and services.

Asset Management
Manage the assets of pension and profit sharing plans to help your business attract and retain quality employees.
	Maximize tax advantages
	Handle all implementation and administrative details
	Adhere to strict investment standards to preserve the property of the protected individual

Escrow Services
Act as an escrow agent for business transactions
	Provide streamlined process to ensure a smooth and seamless execution
	Handle all transaction requirements including compliance and reporting
	Respond to time-sensitive needs

Custodial Agent Services
Serve as custodial agent for investment advisors, retirement plan trustees and not-for-profit organizations
	Hold securities for an individual, organization or corporation
	Collect and disburse income as directed
	Periodic statements and portfolio appraisals

To learn more about our Business Trust Services, call 561.207.6730.

Investment products are not FDIC-insured, may lose value and are not bank guaranteed.